Wealth Teams Alliance

Firm record

As recorded in SEC IAPD

Firm CRD

168907

SEC number

801-122977

Firm type

RIA

Assets under management

$223.9M as of Mar 31, 2026

Website

www.wealth-teams.com ↗

Phone

877-282-4768

Address

15520 Rockfield Blvd, Irvine, CA, 92618

Advisors at this firm

12 in our index · page 1 of 1

• Michael Francis AlongiCRD 5780527 · Irvine, CA
  IA Registered
• Guy Eugene BakerCRD 10716 · Irvine, CA
  IA Registered
  Disclosure event(s) on record
• Shannon Jason BlackCRD 4734157 · Spicewood, TX
  IA Registered
• Keith ConleyCRD 7086123 · Irvine, CA
  IA RegisteredRegistration inactive
• Lance Raymond HowardCRD 5701234 · Bakersfield, CA
  IA Registered
  Disclosure event(s) on record
• Timothy Edward LatimerCRD 6485349 · Irvine, CA
  IA RegisteredRegistration inactive
• Jae Seon LeeCRD 6232749 · Rancho Palos Verdes, CA
  IA Registered
• Joshua OronceCRD 6691914 · Irvine, CA
  IA RegisteredRegistration inactive
• Dane Andrew PetchulCRD 5377118 · Bluffton, SC
  IA Registered
• Jonathon Paul SoucierCRD 5645998 · Irvine, CA
  IA RegisteredRegistration inactive
• Michael Dean TaylorCRD 1018877 · Corbett, OR
  IA Registered
• Andrea ZilliCRD 5180329 · Weehawken, NJ
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.